INTERNATIONAL FINANCIAL ADVISOR SHANGHAI

Our client on the lookout for good Wealth Management Advisors in Shanghai, China As the foremost independent digital private investment bank and asset management organization globally, our client takes pride in offering top-tier, professional guidance to expatriate clients and investors worldwide.
With over clients worldwide and more than $12 billion under advice and administration, they stand as leaders in their field.
Their portfolio includes ownership of esteemed companies like Workplace Solutions (WPS), the appointed pension advisor for prestigious entities such as the BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament, among others.
Their track record speaks volumes, with numerous accolades from industry peers, and a business model that not only ascends vertically but also expands horizontally, ensuring our position at the industry’s forefront.
As they expand their reach, they’re seeking independent wealth management advisors, preferably with established client books, who are eager to offer international financial products ranging from regular savings and bonds to our cutting-edge, app-based investment products, including VC funds and lump-sum investment options.
What they offer.
A dynamic, award-winning environment fostering inclusion, learning, and collaboration, essential for success.
The opportunity to engage with the world’s most innovative products and technology.
Continuous training and development to enhance your skills and advance your career.
A lucrative compensation structure across all products.
Comprehensive support in compliance, administration, CRM, and marketing.
They provide remote and hybrid-based opportunities for Wealth Management Advisory professionals seeking to broaden their international product portfolio offerings across various sectors, including.
International FinTech Financial Services Finance Sales Business Development Structured Finance Pension Products The ideal candidate will provide personalized investment solutions to assist clients in achieving their long-term financial objectives.
Responsibilities include.
Offering financial planning support to clients.
Assisting investment professionals in nurturing client relationships.
Crafting accurate financial plans.
Advising clients on optimal financial solutions for their medium to long-term plans.
Qualifications.
2+ years of industry experience.
Profound understanding of the investment landscape.
Excellent interpersonal skills.
Proficiency in English, both written and spoken, is required for this role.
Please note.
This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management.
This position is NOT for someone from the accounting / auditing or financial management profession.
This is a client facing, sales and targets driven profession.
Please only apply if you have the required financial services sales aspirations [mailerlite_form form_id=2] Tagged as.
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